CHARLINA WESTBYE

CHARLINA WESTBYE

 

Consultant

Investors Group Financial Services Inc.

Investors Group

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I'm thrilled to announce the expansion of my IG Wealth Management team. I'm pleased to add Cher Card to my team as my new Executive Assistant. Cher brings existing IG Wealth Management experience to my team and will be providing administrative assistance so that I may focus on clients.


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About —

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Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals.

We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does.
Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.

Our IG Living Plan is a detailed financial plan that takes your entire life into account and is reviewed and updated regularly. We want to ensure that you have the financial resources to stay on track and meet all your goals. We also believe in building long-term relationships with clients so that we can help you and your family explore all your options at every stage of your life.

Whatever your short or long-term financial goals – buying a home, paying for education, reaching your retirement goals or leaving a legacy – we will work with you to develop a tailored-to-you IG Living plan that covers all aspects of your financial life.

Team —

IG Wealth Management Broader View

With IG Wealth Management we go beyond RRSP’s to look at your whole financial picture to forecast your monthly income in retirement...So you have a clear view of today AND tomorrow. Does your plan do that?

general inquiries —

246 George Street North
Peterborough, ON K9J 3H1

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Investors Group

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